Integration · CloudTalk to Microsoft Dynamics 365

Microsoft Dynamics 365 and CloudTalk integration

We connect CloudTalk to Microsoft Dynamics 365 so every call, outcome and follow-up lands on the right contact or lead. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
CloudTalk Microsoft Dynamics 365

One call ends in CloudTalk. In Microsoft Dynamics 365:

  1. Call logged on the contact or leadLength, direction and the rep who took it
  2. Recording attachedLinked from the phone call activity
  3. Outcome moves the opportunityThe stage or field you choose
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

What we connect between CloudTalk and Microsoft Dynamics 365

A typical setup. We adjust each line to how your team uses CloudTalk and Microsoft Dynamics 365.

When this happensThis is what you get
A call endsA phone call activity on the matching contact or lead, owned by the right Microsoft Dynamics 365 user
The call recordingAttached to that phone call activity
The call outcomeThe opportunity stage or a contact or lead field you choose
A missed call or voicemailA follow-up task for the contact or lead owner
A text messageA note on the contact or lead
A caller who is not in Microsoft Dynamics 365 yetA new contact or lead, checked against existing records first

Field mapping, event by event

Each CloudTalk event and exactly what it writes in Microsoft Dynamics 365. Pick an event to see its fields.

1. Trigger · CloudTalk When a call ends Every call made or received in CloudTalk
2. Action · Microsoft Dynamics 365 Log the phone call activity In Microsoft Dynamics 365, on the contact or lead — Where your team already works
Microsoft Dynamics 365 field Mapped from What happens
Activity date Timestamp start15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Microsoft Dynamics 365 expects
Direction Call directionInbound Inbound or outbound
Call outcome TagsInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Owner Rep’s nameMaria Lopez Matched to the same person in Microsoft Dynamics 365
Contact or lead Matched by phone number+1 415 555 0142 A new contact or lead is created only if none match
1. Trigger · CloudTalk When an outcome is set A rep marks how the call went
2. Action · Microsoft Dynamics 365 Update the opportunity In Microsoft Dynamics 365 — Moves one record, not all of them
Microsoft Dynamics 365 field Mapped from What happens
Which opportunity Most recent open opportunityNorthwind — 12 seats On the matching contact or lead, owned by the rep on the call
Stage TagsInterested Looked up in the outcome-to-stage list we agree with you
1. Trigger · CloudTalk When a call is missed Nobody picked up in time
2. Action · Microsoft Dynamics 365 Create a task In Microsoft Dynamics 365, for the contact or lead owner — A call-back nobody forgets
Microsoft Dynamics 365 field Mapped from What happens
Title Caller number+1 415 555 0142 “Call back” plus the contact or lead name, or the number if unknown
Due Your follow-up windowWithin 1 hour Set to how fast your team calls back
Assigned to Contact or lead ownerMaria Lopez Falls back to the rep who was on the line

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own CloudTalk calls Your team builds and maintains every step
Where it runs In your own CloudTalk and Microsoft Dynamics 365 accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where CloudTalk and Microsoft Dynamics 365 setups usually go wrong

Two updates for one call

CloudTalk can report a call and its outcome at different moments. Left alone, that creates two activities in Microsoft Dynamics 365. We combine them into one clean record.

Phone numbers written two ways

CloudTalk and Microsoft Dynamics 365 often store numbers in different formats. Left alone, a caller who already exists becomes a second contact or lead. We match on a cleaned-up number before anything is created.

Reps matched to Microsoft Dynamics 365 users

If a CloudTalk user is not matched to a Microsoft Dynamics 365 user, calls log without an owner. We match every rep before go-live.

Updating the right opportunity

An outcome has to change one opportunity, not every opportunity on the record. We agree the rule with you before we build.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Microsoft Dynamics 365. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to CloudTalk and Microsoft Dynamics 365 for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Call centre agent on a headset at her desk
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting CloudTalk and Microsoft Dynamics 365, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Microsoft Dynamics 365 when a call ends. We reply within 2 working days.

Questions about CloudTalk and Microsoft Dynamics 365

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between CloudTalk and Microsoft Dynamics 365, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between CloudTalk and Microsoft Dynamics 365?

A call ends, the call recording, the call outcome, a missed call or voicemail, each mapped to the right contact or lead and opportunity in Microsoft Dynamics 365. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to CloudTalk and Microsoft Dynamics 365 during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

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Rather talk it through?

Thirty minutes on how your team uses CloudTalk and Microsoft Dynamics 365. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person at a desk using a laptop
Call ended03:04 · inbound Opportunity updatedStage set from the call outcome Call-back taskAssigned to the contact owner